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NAINX vs RLBBX
NAINX vs RLBBX Comparison
Open Charts NAINX vs RLBBX
Virtus Tactical Allocation A
Price$10.54
Change+$0.16 (+1.54%)
VolumeN/A
Net Assets607.82M
American Funds American Balanced R2
Price$33.41
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
NAINX vs RLBBX Comparison Chart
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NAINX vs. RLBBX commentary
Apr 25, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NAINX is a Buy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 227B vs. NAINX (608M). NAINX pays higher dividends than RLBBX: NAINX (1.62) vs RLBBX (1.27). NAINX was incepted earlier than RLBBX: NAINX (85 years) vs RLBBX (23 years). RLBBX (1.33) is less costly to investors than NAINX (1.07). RLBBX is a more actively managed with annual turnover of: 171.00 vs. NAINX (37.00). RLBBX has a lower initial minimum investment than NAINX: RLBBX (250) vs NAINX (2500). RLBBX annual gain was more profitable for investors over the last year : 3.40 vs. NAINX (-2.30). RLBBX return over 5 years is better than : 31.54 vs. NAINX (13.30).
| NAINX | RLBBX | NAINX / RLBBX | |
| Total Expense Ratio | 0.99 | 1.33 | 74% |
| Annual Report Gross Expense Ratio | 1.07 | 1.33 | 80% |
| Fund Existence | 85 years | 23 years | - |
| Gain YTD | -1.359 | -1.755 | 77% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 608M | 227B | 0% |
| Annual Yield % from dividends | 1.62 | 1.27 | 127% |
| Returns for 1 year | -2.30 | 3.40 | -68% |
| Returns for 3 years | 1.38 | 12.44 | 11% |
| Returns for 5 years | 13.30 | 31.54 | 42% |
| Returns for 10 years | 16.21 | 41.09 | 39% |